5.2 CRM Install URGENT HELP, PLEASE, PLEASE, PLEASE

Yahoo Archive
1
Hi Rick

The conversion does the following

1) Assign the appropriate Territory and other CRM defaults for each
Opportunity/Quote regardless of Cut Off Date.

2) Win each Quote if linked to a Sales Order regardless of Cut Off
Date.

3) Close all Quotes with Entry Date prior to the given Cut Off Date.

From what I could tell the region is for reporting purposes only and the
territory is the key part.

Gary Parfrey
Operations Manager
Steatite Limited
TEL: 0044 (0)1527 406880
FAX: 0044 (0)1527 406899
www.steatite.com


_____

From: Rick Gors [mailto:rgors@...]
Sent: 20 January 2005 20:48
To: Vantage eGroup
Subject: [Vantage] 5.2 CRM Install URGENT HELP, PLEASE, PLEASE,
PLEASE...


...sorry for the drama.

Anyone with Installation experience/knowledge regarding the CRM
module....



1) What does the Opportunity/Quote Conversion for CRM (CV/CVCR007.w)

program actually do?

2) Does it affect the relationship between the Sales Territory
(which apparently used to be the data in Sales region) and the now
"redundant" Sales Region?

3) Can we call you with a couple of questions?



Please respond as we are stuck and unable to produce formal quotes at
this point.

TIA, TIA, TIA

RG


Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links



_____

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2
...sorry for the drama.

Anyone with Installation experience/knowledge regarding the CRM module....



1) What does the Opportunity/Quote Conversion for CRM (CV/CVCR007.w)
program actually do?

2) Does it affect the relationship between the Sales Territory
(which apparently used to be the data in Sales region) and the now
"redundant" Sales Region?

3) Can we call you with a couple of questions?



Please respond as we are stuck and unable to produce formal quotes at
this point.

TIA, TIA, TIA

RG
3
You need to go through support we went though this a year ago so I do not
remember the specifics.

A word of caution. The CRM module is below average at best. It has many
big flaws for us and the sales workbench load extremely slow. Another
typical epicor half-baked product.

Frank Zeigafuse
Innovative Office Products
General Manager
Direct Phone: 610-559-6369
Email: fzeigafuse@...



-----Original Message-----
From: Rick Gors [mailto:rgors@...]
Sent: Thursday, January 20, 2005 3:48 PM
To: Vantage eGroup
Subject: [Vantage] 5.2 CRM Install URGENT HELP, PLEASE, PLEASE, PLEASE...



...sorry for the drama.

Anyone with Installation experience/knowledge regarding the CRM module....



1) What does the Opportunity/Quote Conversion for CRM (CV/CVCR007.w)
program actually do?

2) Does it affect the relationship between the Sales Territory
(which apparently used to be the data in Sales region) and the now
"redundant" Sales Region?

3) Can we call you with a couple of questions?



Please respond as we are stuck and unable to produce formal quotes at
this point.

TIA, TIA, TIA

RG


Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Links










<www.LCDarms.com> -- Ergonomic mounting solutions for monitors and keyboards

This e-mail is from Innovative Office Products, Inc. but expresses the views of the sender and not necessarily the views of the company. The email and any files transmitted with it are confidential to the intended recipient at the e-mail address to which it has been addressed. It may not be disclosed or used by any other than that addressee, nor may it be copied in any way. If received in error, please delete and notify the sender via e-mail or sales@... quoting the name of the sender. Messages sent via this medium may be subject to delays, non-delivery and unauthorized alteration. This e-mail has been prepared using information believed by the author to be reliable and accurate. Unless expressly stated otherwise, this e-mail does not form part of a legally binding contract or agreement between recipient and Innovative Office Products, Inc.

Warning: Although Innovative Office Products, Inc. has taken reasonable precautions to ensure no viruses are present in this email, we cannot accept responsibility for any loss or damage arising from the use of this email or attachments. It is, therefore, your responsibility to scan attachments (if any).
4
Hi Frank

I believe that before you can run the conversion, you have to place a
defualt territory into the configuration

I believe it assigns this along with default task sets to all open
quotes and will close all quotes before a cut-off date

This program will do the following:

1) Assign the appropriate Territory and other CRM defaults for each
Opportunity/Quote regardless of Cut Off Date.

2) Win each Quote if linked to a Sales Order regardless of Cut Off
Date.

3) Close all Quotes with Entry Date prior to the given Cut Off Date.

Also, I believe the region is now just for reporting purposes

Gary Parfrey
Operations Manager
Steatite Limited
TEL: 0044 (0)1527 406880
FAX: 0044 (0)1527 406899
www.steatite.com




_____

From: Frank Zeigafuse [mailto:fzeigafuse@...]
Sent: 20 January 2005 22:05
To: vantage@yahoogroups.com
Subject: RE: [Vantage] 5.2 CRM Install URGENT HELP, PLEASE, PLEASE,
PLEASE...


You need to go through support we went though this a year ago so I do
not
remember the specifics.

A word of caution. The CRM module is below average at best. It has
many
big flaws for us and the sales workbench load extremely slow. Another
typical epicor half-baked product.

Frank Zeigafuse
Innovative Office Products
General Manager
Direct Phone: 610-559-6369
Email: fzeigafuse@...



-----Original Message-----
From: Rick Gors [mailto:rgors@...]
Sent: Thursday, January 20, 2005 3:48 PM
To: Vantage eGroup
Subject: [Vantage] 5.2 CRM Install URGENT HELP, PLEASE, PLEASE,
PLEASE...



...sorry for the drama.

Anyone with Installation experience/knowledge regarding the CRM
module....



1) What does the Opportunity/Quote Conversion for CRM (CV/CVCR007.w)

program actually do?

2) Does it affect the relationship between the Sales Territory
(which apparently used to be the data in Sales region) and the now
"redundant" Sales Region?

3) Can we call you with a couple of questions?



Please respond as we are stuck and unable to produce formal quotes at
this point.

TIA, TIA, TIA

RG


Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Links










<www.LCDarms.com> -- Ergonomic mounting solutions for monitors and
keyboards

This e-mail is from Innovative Office Products, Inc. but expresses the
views of the sender and not necessarily the views of the company. The
email and any files transmitted with it are confidential to the intended
recipient at the e-mail address to which it has been addressed. It may
not be disclosed or used by any other than that addressee, nor may it be
copied in any way. If received in error, please delete and notify the
sender via e-mail or sales@... quoting the name of the sender.
Messages sent via this medium may be subject to delays, non-delivery and
unauthorized alteration. This e-mail has been prepared using information
believed by the author to be reliable and accurate. Unless expressly
stated otherwise, this e-mail does not form part of a legally binding
contract or agreement between recipient and Innovative Office Products,
Inc.

Warning: Although Innovative Office Products, Inc. has taken reasonable
precautions to ensure no viruses are present in this email, we cannot
accept responsibility for any loss or damage arising from the use of
this email or attachments. It is, therefore, your responsibility to scan
attachments (if any).



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links



_____

Yahoo! Groups Links


* To visit your group on the web, go to:
http://groups.yahoo.com/group/vantage/

* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>

* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
Service <http://docs.yahoo.com/info/terms/> .




[Non-text portions of this message have been removed]